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Strategic and Complex Projects Require Careful Management.

LeanEra Delivers.

If your project managers have been operating with rudimentary spreadsheets or tracking project details with a variety of systems, maybe it is time to use a more streamlined approach. You can have your financial controls, procurement and project execution managed electronically for access to the information you need – when you need it. LeanEra Project is an integrated solution for project-based organizations. And it is ideally suited for solar companies. The powerful yet easy-to-use software manages project scheduling, project costing and accounting, sales and purchasing, documents and financials.

Going Green is About More than Social Responsibility.

It’s also about managing a solar development project to avoid cost overruns and maximize profitability. Green is the colour of profit. Recent legislation in Ontario has created the opportunity for commercial properties to earn additional revenue by generating solar energy and contributing it to the grid. The process, which begins with an application to the Feed-In Tariff program (FIT), involves significant capital investment, multiple players and thousands of small simultaneous and sequential tasks to fulfill the process and complete the project on time and on budget. Given the level of investment, lengthy process and multiple parties involved, these projects come with cash flow challenges and require strong financial monitoring. Each individual project and task must be tightly managed to ensure the availability of resources and complete the installation on time and on budget.

Perhaps your solar development firm currently has hundreds of projects in progress, each one at a different stage. It has become a nightmare to monitor what stage in the process each one is at – whether fulfillment of OPA requirements, FIT application, or Engineering, or if you are at the procurement stage. Each installation requires careful detail management.

You have to rely on project software to monitor the project status, a CRM system to manage clients, and accounting software to manage invoices and purchasing. Integrating these applications is costly and still doesn’t provide a complete picture of the projects. To get a realistic view, you have to log into three or four separate software applications to collect the critical data and consolidate it into Excel.

You don’t have to operate this way. To manage your projects effectively, you need to have a clear picture of the project lifecycle, from engagement, financing, FIT application, and engineering to commissioning, inventory management and accounting. That’s where LeanERA Project comes in.

A Fully Integrated System

LeanERA Project helps you navigate the maze of developing a solar project, from FIT application, CIA permits, project budgeting, procurement, construction management to commissioning and operation. Specifically configured designed for solar project developers, LeanEra Project provides a fully integrated view of project schedules, portfolio management, documents and financial indicators. LeanEra Project is a project-centric ERP system. It imitates the operation of a project-based company – all operations evolve around the ‘Project’.

Functionality Modules

Project Financials
The power of the LeanEra system lies in the real-time project accounting and financial management. Each financial transaction can be tied in to project tasks and grouped by…

Resource and Time Sheet
Time Sheet and Expenses Tracking Automatically create timesheets with tasks assigned to the user Easily add a set of tasks from different projects to the timesheet Labor…

Project Management
Project Management Templates and Portfolio Create a template for a portfolio of projects Template carries common process, tasks, activities and budget structure for a project…

Project Financials

The power of the LeanEra system lies in the real-time project accounting and financial management. Each financial transaction can be tied in to project tasks and grouped by cost codes in real-time. Project budgeting can be developed at the task level. Every project can be reviewed on a budget, forecast or actual level through the project financial reports. With this level of detail available, financial comparisons can be made on the project, company, and multi-currency level.

LeanEra Project At‑A‑Glance

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